UBS Group
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UBS Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

UBS Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
669,556
+52,162
+8% +$1.21M ﹤0.01% 2955
2026
Q1 		$14.3M Sell
617,394
-57,278
-8% -$1.34M ﹤0.01% 2949
2025
Q4 		$15.8M Sell
674,672
-16,210
-2% -$381K ﹤0.01% 2811
2025
Q3 		$16.2M Sell
690,882
-660,972
-49% -$15.4M ﹤0.01% 2791
2025
Q2 		$31.4M Buy
1,351,854
+130,262
+11% +$2.99M 0.01% 1933
2025
Q1 		$28.3M Buy
1,221,592
+878,813
+256% +$20.1M 0.01% 2009
2024
Q4 		$7.78M Buy
342,779
+3,661
+1% +$84.6K ﹤0.01% 3340
2024
Q3 		$8.06M Buy
339,118
+1,482
+0.4% +$34.7K ﹤0.01% 2574
2024
Q2 		$7.69M Sell
337,636
-3,206
-0.9% -$72.7K ﹤0.01% 2456
2024
Q1 		$7.84M Buy
340,842
+94,608
+38% +$2.18M ﹤0.01% 2501
2023
Q4 		$5.74M Sell
246,234
-146,284
-37% -$3.27M ﹤0.01% 2650
2023
Q3 		$8.68M Buy
392,518
+169,672
+76% +$3.85M ﹤0.01% 2090
2023
Q2 		$5.14M Buy
222,846
+148
+0.1% +$3.44K ﹤0.01% 2563
2023
Q1 		$5.22M Sell
222,698
-5,538
-2% -$129K ﹤0.01% 2480
2022
Q4 		$5.21M Sell
228,236
-168,156
-42% -$3.83M ﹤0.01% 2461
2022
Q3 		$8.98M Buy
396,392
+154,110
+64% +$3.67M ﹤0.01% 1881
2022
Q2 		$5.8M Buy
242,282
+16,394
+7% +$397K ﹤0.01% 2242
2022
Q1 		$5.71M Sell
225,888
-1,064
-0.5% -$27.6K ﹤0.01% 2411
2021
Q4 		$6.12M Buy
226,952
+5,778
+3% +$156K ﹤0.01% 2608
2021
Q3 		$6M Sell
221,174
-4,218
-2% -$116K ﹤0.01% 2482
2021
Q2 		$6.15M Sell
225,392
-8,912
-4% -$242K ﹤0.01% 2473
2021
Q1 		$6.32M Buy
234,304
+3,070
+1% +$84.3K ﹤0.01% 2371
2020
Q4 		$6.48M Sell
231,234
-48,586
-17% -$1.36M ﹤0.01% 2205
2020
Q3 		$7.85M Buy
279,820
+57,206
+26% +$1.61M ﹤0.01% 1826
2020
Q2 		$6.26M Buy
222,614
+69,334
+45% +$1.93M ﹤0.01% 1871
2020
Q1 		$4.16M Buy
153,280
+1,378
+0.9% +$37.2K ﹤0.01% 2091
2019
Q4 		$4.06M Buy
151,902
+2,984
+2% +$80K ﹤0.01% 2806
2019
Q3 		$4.01M Sell
148,918
-7,192
-5% -$192K ﹤0.01% 2592
2019
Q2 		$4.14M Buy
156,110
+12,196
+8% +$317K ﹤0.01% 2484
2019
Q1 		$3.73M Buy
143,914
+11,458
+9% +$292K ﹤0.01% 2442
2018
Q4 		$3.35M Sell
132,456
-10,994
-8% -$275K ﹤0.01% 2538
2018
Q3 		$3.6M Buy
143,450
+3,202
+2% +$80.9K ﹤0.01% 2659
2018
Q2 		$3.55M Buy
140,248
+4,620
+3% +$117K ﹤0.01% 2640
2018
Q1 		$3.46M Buy
135,628
+29,016
+27% +$742K ﹤0.01% 2650
2017
Q4 		$2.77M Sell
106,612
-13,610
-11% -$355K ﹤0.01% 2898
2017
Q3 		$3.15M Buy
120,222
+29,228
+32% +$766K ﹤0.01% 2658
2017
Q2 		$2.38M Buy
90,994
+9,398
+12% +$245K ﹤0.01% 2853
2017
Q1 		$2.11M Buy
81,596
+4,586
+6% +$118K ﹤0.01% 2896
2016
Q4 		$1.98M Buy
77,010
+28,486
+59% +$745K ﹤0.01% 2918
2016
Q3 		$1.3M Sell
48,524
-13,348
-22% -$358K ﹤0.01% 3224
2016
Q2 		$1.66M Buy
61,872
+584
+1% +$15.5K ﹤0.01% 2926
2016
Q1 		$1.62M Buy
61,288
+27,074
+79% +$707K ﹤0.01% 2863
2015
Q4 		$881K Buy
34,214
+308
+0.9% +$7.98K ﹤0.01% 3512
2015
Q3 		$884K Sell
33,906
-417,186
-92% -$10.8M ﹤0.01% 3462
2015
Q2 		$11.7M Buy
451,092
+416,358
+1,199% +$10.9M 0.01% 1356
2015
Q1 		$919K Buy
34,734
+2,622
+8% +$69.2K ﹤0.01% 3647
2014
Q4 		$841K Buy
+32,112
New +$838K ﹤0.01% 3718

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

UBS Group's SCHZ Position: Q2 2026 in Review

UBS Group increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 8.4% in Q2 2026, buying an estimated $1.21M and bringing the position to 669,556 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

UBS Group first reported a position in SCHZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $31.4M in Q2 2025. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • UBS Group held 669,556 shares of Schwab US Aggregate Bond ETF worth $15.5M as of Q2 2026.
  • UBS Group bought 52,162 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.21M.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2955 holding.
  • UBS Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Schwab US Aggregate Bond ETF position peaked at $31.4M in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.